NYSE$MCD

McDonald's · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

McDonald's reported strong Q4 2019 results, driven by global comparable sales growth.

McDonald's Corporation reported Q4 2019 results, with consolidated revenues increasing by 4% and diluted earnings per share increasing by 14%. The results reflected stronger operating performance due to an increase in sales-driven franchised margin dollars, partly offset by higher G&A spend.

  • Global comparable sales grew by 5.9%, with increases in the International Operated segment, the U.S., and the International Developmental Licensed segment.
  • Consolidated revenues increased by 4% (4% in constant currencies).
  • Consolidated operating income increased by 15% (16% in constant currencies), reflecting $140 million of prior year impairment charges.
  • Diluted earnings per share of $2.08 increased 14% (15% in constant currencies), including $0.11 per share of income tax benefit.

Headline financials

Total Revenue

$5.35B

Previous: $5.16B+3.6%
EPS (adj)

$1.97

Previous: $1.97+0.0%
Capital Expenditures

$732M

Previous: $874M-16.2%
Free Cash Flow

$5.73B

Previous: $638M+798.1%
Net Income

$1.57B

Previous: $1.42B+11.1%
Operating Income

$2.29B

Previous: $2.32B-1.3%
Gross Profit

$2.85B

Previous: $2.7B+5.5%
Cash & Equivalents

$899M

Previous: $866M+3.8%
Total Assets

$47.5B

Previous: $32.8B+44.8%
Stock-Based Comp

$19.5M

Previous: $25.4M-23.2%

Revenue & EPS history

McDonald's · Revenue · Quarterly

$5.35B

Q4 2019+3.6%vs Q4 2018
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

McDonald's · $2.3B total across 1 segment · Q1 2022

  • Company-Owned Restaurants
    $2.3B

Forward guidance

McDonald's will continue to deliver delicious food and optimize our investments as we further transform the experience for our customers through added convenience and digital engagement.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2019

Historical avgQ4 2019

+0.3%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+1.1%

Avg return

30 days after

53%

39 / 73 earnings

Positive

+9.8%

Q3 2015

Best reaction

-6.2%

Q2 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-3.2%-1.5%
Q4 2025+2.7%+1.4%+1.0%
Q3 2025+2.3%-0.0%+4.0%
Q2 2025+3.0%+1.9%+5.2%
Q1 2025-1.9%-0.9%-1.8%
Q4 2024+4.8%+4.8%+1.7%
Q3 2024-1.8%-0.5%-0.6%
Q2 2024+5.7%+9.8%+13.9%
Q1 2024+0.3%-1.2%-7.9%
Q4 2023-4.2%-2.6%-1.4%
Q3 2023+2.5%+4.7%+9.6%
Q2 2023+0.8%-0.2%-2.5%
Q1 2023-1.2%+0.9%-2.6%
Q4 2022-1.7%-2.5%-1.2%
Q3 2022+7.0%+6.4%+7.2%
Q2 2022+3.4%+5.2%+4.9%
Q1 2022+0.8%-0.5%+1.9%
Q4 2021+2.5%+3.7%-0.2%
Q3 2021+3.8%+6.0%+5.7%
Q2 2021-0.9%-2.5%-3.6%
Q1 2021+1.6%+0.6%+0.6%
Q4 2020+0.4%+1.3%-0.4%
Q3 2020-1.5%-1.5%-3.6%
Q2 2020-2.5%-3.5%+5.4%
Q1 2020-2.7%-4.6%-0.8%
Q4 2019+2.8%+2.3%-7.7%
Q3 2019-5.1%-7.3%-8.3%
Q2 2019+0.3%-1.7%+0.1%
Q1 2019-1.5%+0.2%+1.1%
Q4 2018-1.9%-2.5%+1.6%
Q3 2018+6.4%+4.0%+9.7%
Q2 2018-0.9%-0.8%+0.3%
Q1 2018+3.2%+4.3%+2.2%
Q4 2017-3.7%-4.7%-12.4%
Q3 2017+0.1%+1.3%+3.5%
Q2 2017+3.1%+2.6%+4.3%
Q1 2017+4.9%+4.2%+11.6%
Q4 2016-1.0%+0.5%+4.6%
Q3 2016+2.7%+1.4%+8.5%
Q2 2016-6.2%-7.7%-9.4%
Q1 2016+1.3%
Q4 2015+1.7%
Q3 2015+9.8%
Q2 2015-1.5%
Q1 2015+2.2%
Q4 2014-0.2%
Q3 2014-0.7%
Q2 2014-2.3%
Q1 2014-0.5%
Q4 2013-0.5%
Q3 2013-0.1%
Q2 2013-3.5%
Q1 2013-2.5%
Q4 2012+0.4%
Q3 2012-4.7%
Q2 2012-3.8%
Q1 2012-0.1%
Q4 2011-0.4%
Q3 2011+1.7%
Q2 2011-2.6%
Q1 2011+0.2%
Q4 2010+0.6%
Q3 2010+0.2%
Q2 2010+1.5%
Q1 2009-3.8%
Q1 2010+0.5%
Q4 2007-0.6%
Q4 2009-0.6%
Q3 2008+2.4%
Q3 2009+2.4%
Q2 2009+0.2%
Q4 2008+0.2%
Q2 2008+0.2%

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